Welcome!

When it comes to living the good life today while planning for retirement tomorrow, financial considerations coupled with your personal values and desires are an essential part of the mix.

If you are looking for a professional financial advisor - someone who is interested in building a long-term financial relationship with you,  - you've come to the right place!


At Centrepoint Wealth the center point is you.

We are celebrating our 27th Anniversary this year and we have learned that in order to build a financial future around your unique dreams and circumstances, we have to really get to know you.

The fundamental principle of our boutique, small by design, practice is that each client is unique and each set of circumstances requires a thorough analysis before any recommendations can be developed.

We are committed to nurturing a deep, long-term relationship so that you can share your financial hopes and dreams as we
strive to defend your wealth.

A Story to Guide Us

Want to hear the story behind the song you hear? Want to hear the reason we chose the name 'Centrepoint'? Visit the Who We Are page to find out!

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Lease Interest

What's the interest rate on the lease you're considering?

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

More Calculators →